2024 TENNESSEE
HEALTHCARE & RETIREMENT PLAN SUMMIT
Join us in Nashville!
Join us for the 2024 Tennessee Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.
Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics for 2024- including the convergence of healthcare & retirement, total rewards industry trends, engaging employees with financial wellness programs, and more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!
Wednesday, May 8th, 2024
11:30 am - 3:00 pm | Richland Country Club
1 Club Dr. Nashville, TN, 37215
*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers
Jim A. Lyday, CPFA – Managing Director, SVP Institutional Consulting, Pensionmark Nashville
Mike Barton,Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC
Pierce Trcka, CFP®AIF, CPFA, APMA – SVP, Investment and Advisory Solutions, Pensionmark Nashville
Michael Mann, Chief Placement Officer, World Insurance Associates LLC
Bradford Campbell, Partner - Faegre Drinker Biddle & Reath LLP, Fmr. EBSA Asst. Secretary, Labor & Employee Benefits
Jennifer Baugh, CPFA – VP, Client Experience, Pensionmark Nashville
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What Every Fiduciary Needs to Know for 2024
Convergence of Healthcare & Retirement
Total Rewards Industry Trends
How To Engage Your Employees With Financial Wellness Programs
Maximizing Capital Efficiency in Your Health Plan
The Business Impact of Engaged Employees
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Measure, evaluate and benchmark your current plan
Maintain ERISA compliance & get clarity and direction on best practices
Discover new ideas and insider tools & training to improve employee outcomes
Network with peers and industry leaders
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Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
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3 Hours CPE/CPA
‣ Finance: 1.5 Hours
‣ Personnel/Human Resources: 1.5 Hours
3 Hours HRCI / SPHR / PHR / GPHR General Credit
3 Hours SHRM Professional Development Credits (PDCs)
CEBS Eligible
Lauren Heller, Major Market Executive - Paycor
David Goodridge, Sr. Leadership Development Consultant, Wipfli
+ More Speakers TBA!
Previous Summit Highlights & Reviews
“The Speed Dating was incredible, and I wish there was more time! I’m interested in a follow up Healthcare/H&W plan review and an introduction to the SMARTMap Financial Wellness solution.”
“Very friendly & not pushy at all! The areas of most value were Jim’s review of ERISA compliance and Advisor roles + Mike’s secrets of underwriting and what to look out for w/ renewals. I’m interested in an introduction to the SMARTMap Financial Wellness solution.”
“Great session. I especially enjoyed the speed dating! The areas of most value were both the 401(k) and Healthcare. Both were informative. I’m interested in an introduction to the SMARTMap Financial Wellness solution and the SECURE 2.0 Timelines & Deliverables resource.”
*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.
Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.
Prerequisites Required: No prerequisites required to attend this event.
Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CE Credit Approval
CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit
SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.